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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,758 | $81,504+28.5% | $102,437+2.3% | $80,959+29.4% |
| Participation rate | 47.6% | 66.9%-19.2pp | 74.5%-26.9pp | 67.7%-20.0pp |
| Annual return | 15.56% | 25.60%-10.0pp | 24.95%-9.4pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,254 | $3,104-27.4% | $3,871-41.8% | $2,757-18.2% |
| Participant deferral / active EE | $5,844 | $3,871+51.0% | $5,060+15.5% | $4,300+35.9% |
| Admin fee / account holder | $4 | $6,719-99.9% | $8,388-100.0% | $6,925-99.9% |